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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,821 | $167,362-9.9% | $143,799+4.9% | $134,532+12.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.65% | 0.47%-19.1pp | -0.04%-18.6pp | 418.27%-436.9pp |
| Employer contribution / active EE | $5,088 | $5,620-9.5% | $4,952+2.7% | $4,741+7.3% |
| Participant deferral / active EE | $3,894 | $6,447-39.6% | $5,638-30.9% | $6,401-39.2% |
| Admin fee / account holder | $48 | $18,094-99.7% | $14,677-99.7% | $11,429-99.6% |